You can now create summarized contribution acknowledgements.
The traditional acknowledgement, addressed in this post from January of 2023, accommodates sending a passel of donation notification from one screen. Accordingly, for each line item, you can override the description; and for each line item, you can specify a third party to be honored or notified. And, by means of a checkbox per item, you can choose exactly which payments merit an email acknowledgement.
But suppose you’re faced with a different situation. For example, over a short period of time, you receive several donations, possibly repeated contributions per household. possibly on different days, possibly via different checks or card/ACH payments. You probably would not want to issue a thank-you per transaction. Instead, you’d like to send a note containing the sum of that activity.
That’s what this new concept handles. You’ll see a checkbox to the right of the Bulk acknowledge button.
By checking that box, and then selecting Bulk acknowledge payments, you’ll see a screen with one line per household, with the total of the payments contained in the underlying query.
This promotes sending one email per household.
One caveat worth mentioning — because we’re totaling, this likely needs a simpler email template. The only elements it can handle are today’s date, the name and address of the giver, and the amount.
Two different situations. Two different ways to handle them.